Wendy Keeler is a CFP® professional with 28 years of industry experience, currently with Wells Fargo Advisors since 2023. Prior to this, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as co-treasurer of the Dublin Jerome High School PTO and is a board member of the Financial Planning Association–Central Ohio Chapter. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations covering a broad range of financial needs.

Steven Miller is a financial advisor with Primerica Advisors in Harrod, Ohio, holding a Series 63 license and 21 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns investment-related and recreational properties. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Elena Duffner is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previous experience at PNC Bank and Keller Williams Realty. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cheryl Sternasty is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Janney Montgomery Scott. Outside of her advisory work, she has a business ownership interest unrelated to investment management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, tax-aware withdrawal strategies and investment recommendations.

Mickey Zwayer is a financial advisor with LPL Financial in Columbus, OH, holding the Series 63 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he serves as a trustee of the Daniel J. Zwayer Brain Cancer Research Fund and works part-time as a Lyft driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a large network of investment adviser representatives and utilizes both proprietary and third-party investment strategies.

William Newland Jr. is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2019, following seven years at J.P. Morgan Securities. Outside of his advisory work, he is involved with Newland Club Lambs, an enterprise he has been associated with since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Kathy Willcox is a financial advisor with Morgan Stanley in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Willcox serves as president and is a board member of the Columbus Female Benevolent Society. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeffrey Witmer is a financial advisor with Mass Mutual Investors Services in Dublin, Ohio, holding a Series 63 license and 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities from 2001 to 2017. Witmer also operates as an independent insurance agent specializing in dental, group disability income, life, accident, health, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using detailed client data and firm-approved tools to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Joseph Berger is a financial advisor with Edward Jones in Hilliard, Ohio, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory role, he is co-owner of Flora and Field LLC, a flower farming and event business in Mt Sterling, Ohio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment products. The firm operates nationally with a large network of financial advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Gregory Brun is a CFP® and ChFC® with 13 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Fifth Third Private Bank and WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm uses an IPS-driven approach grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services, including a Plan Level Investment Selection 3(38) discretionary option.

Olin Johanssen is a financial advisor at LPL Financial with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at World Choice Securities, Ohio National Financial Services, VOYA Financial Advisors, and Johanssen Financial Services, where he also conducts a non-investment business selling life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Clark May is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and Invest Financial Corp. Outside of his advisory role, Clark is a business owner involved with entities including CentricHC and AccelWELL since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Peter Mc Carthy is a CFP® with 34 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services and previously held roles at PNC Bank, PNC Capital Markets, and Scottrade. Mc Carthy also works as an associate for Ballou Family Office in Columbus, OH, performing similar duties as his Raymond James role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm utilizes tailored non-discretionary planning and risk profiling tools to help clients implement appropriate investment strategies.

Jonathan Berniger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He serves on the advisory council of OSU LiFEsports, a nonprofit focused on preparing youth for life and leadership through sport. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning through annual collaborative engagements using firm-approved analytical tools, with implementation of recommendations conducted through separate brokerage or insurance arrangements.

Michael Derflinger is a financial advisor with Ameriprise in Alexandria, Ohio, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner of MAD Family Enterprises, LLC, a business unrelated to investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations delivered by a centralized consulting team.

Timothy Roberts is a CFP® with 22 years of experience in the financial services industry, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Roberts is a part-owner of Slates Wealth Management, LLC, and serves as treasurer for the Ern-4 Property Owners Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo’s research and tools, with clients able to implement recommendations through various brokerage and advisory programs.

Andrew Gouhin is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Bank of America, Merrill, and Installed Building Products. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network and a range of portfolio management strategies.

Jacob Williamson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley since 2016, including four years with Morgan Stanley Services Group Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its extensive network of financial advisors.

Megan Bachert is a Series 66-licensed financial advisor at Morgan Stanley in Dublin, Ohio, with 11 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and analysis.

Geoffrey A. Merl is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He worked at UBS Financial Services from 2003 to 2019 before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he teaches financial strategies for successful retirement at Otterbein University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process includes investment policy preparation, performance reporting, participant education, and discretionary plan-level investment management, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.